Add Source Description Filter to Pipeline
gathering votes
S
Shawn "Buffalo" Heath
When looking at Internet Leads via the top Lead Icon, you can add filters. One Filter that is missing that would be nice to have is the Source Description. We can now filter by Source to see only Internet. By adding a Filter for the Source Description, we could then filter down to each individual Source provider to work through just that Source, such as CarFax, CarGurus, ect.
Drew Adler
gathering votes
Drew Adler
under review
Shelby Parker
Hiya Shawn "Buffalo" Heath, thanks for this post! I have a few more questions for you:
- Can you provide examples of the Source Descriptions you frequently use?
- How often do you find yourself needing to filter by Source Description?
- Would you find it useful to save these filters for future use?
A
Alexis Gutierrez-Malagon
Shelby Parker
I'm not OP, but I can answer these questions too. My dealer group JUST started using DriveCentric:
- I am constantly checking leads to ensure they are pushing over correctly, but since I cannot sort by SOURCE DESCRIPTION. I spend A LOT of time filtering day-by-day to check these inquiries.
- Everyday. My Used Car Director updates pricing based on the SOURCE DESCRIPTION. Right now, I sort SORCE DESCRIPTION alphabetically to find what I need. That is a lot of scrolling when I have 500+ inquiries.
- Not necessarily. I'd have many saved filters since I have over 30 SOURCE DESCRIPTIONS, but I'm sure other folks would find this useful